See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,533 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,509 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,946 | $50,385+46.8% | $75,670-2.3% | $62,292+18.7% |
| Participation rate | 95.4% | 67.7%+27.7pp | 72.3%+23.0pp | 69.5%+25.8pp |
| Annual return | 15.91% | 19.90%-4.0pp | 27.34%-11.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,178 | $2,445-10.9% | $3,142-30.7% | $3,169-31.3% |
| Admin fee / account holder | $455 | $384+18.6% | $5,800-92.1% | $479-5.0% |